Svb Wealth LLC Spdr Nuveen Bloomberg Municipa Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$51.57 - $52.51 $3,558 - $3,623	-69 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$51.61 - $52.39 $3,561 - $3,614	69 New	69 $3,000

Others Institutions Holding TFI

# of Institutions

316

Shares Held

67.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$777 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$522 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$313 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$205 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$182 Million
0.08% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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